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VESTMARK INC
Vestmark, Inc. is headquartered in Wakefield, Massachusetts, offering wealthtech solutions and services alongside its wholly-owned investment advisor subsidiary, Vestmark Advisory Solutions.
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VESTMARK INC at a glance
VESTMARK INC is a fintech company headquartered in United States. It has raised at least $41.9M across the 3 funding rounds on record. Its most recent funding round raised $11.7M in September 2017. Xcout tracks 1 named person at VESTMARK INC, including Karl Roessner (Chief Executive Officer). Xcout recorded 24 job postings from VESTMARK INC in the last 90 days.
VESTMARK INC leadership
- Karl RoessnerChief Executive Officer
VESTMARK INC funding rounds
At least $41.9M raised across the 3 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $11.7M | — | |
| Growth | $30M | 1 named | |
| SEC Form D filing | $268,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at VESTMARK INC
Xcout recorded 24 job postings from VESTMARK INC in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see VESTMARK INC's hiring signals →
Recent VESTMARK INC news
- AcquisitionEnvestnet to acquire portfolio management tech provider Vestmark - FinTech Futures
- AcquisitionEnvestnet To Acquire Vestmark, Adding Platform Supporting More Than $2 Trillion In Assets - Pulse 2.0
- AcquisitionEnvestnet Strikes Deal to Acquire Vestmark - connectmoney.com
- AcquisitionEnvestnet Acquires Vestmark - planadviser
5 corporate events on record, with sources — see the full timeline →
Investors
VESTMARK INC competitors
A few of VESTMARK INC's closest competitors — see the full list of competitors and alternatives →
Advisor360° is a WealthTech leader that delivers an autonomous financial platform for advisors at RIAs, independent broker-dealers, and insurance broker-dealers, headquartered in Needham, Massachusetts.
Orion Advisor Solutions is an American financial technology and investment services company headquartered in Omaha, Nebraska. Founded in 1999, it offers portfolio management software and investment solutions for financial advisors, broker-dealers, and other financial institutions.
Envestnet Tamarac provides a comprehensive wealth management technology platform including trading, reporting, billing, and CRM tools for registered investment advisors (RIAs).
OneVest is a Canadian fintech that provides a modular wealth-management technology platform for financial institutions and wealth-management firms. Its software supports functions such as client onboarding, portfolio management, financial planning, and advisor workflows.
InvestCloud, Inc. is a financial services company headquartered in West Hollywood, California. It provides an AI-driven digital wealth platform supporting wealth management offerings across front, middle, and back offices.
FINTRX is a financial services and intelligence platform headquartered in Boston, Massachusetts, that provides data and AI tools to help distribution teams identify and engage with registered investment advisors and family offices.
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More on VESTMARK INC in Xcout Intel
- 1 named person with titles, LinkedIn and board committees
- 3 funding rounds with the investors in each, and who they co-invest with
- Weekly hiring history and the mix of roles behind it
- 5 corporate events with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access